Forwarded from Azazel News (Pirate Ballz NotADude)
Increase your stacking. Run through all the scenarios. Energy shutdowns. Water shortages. Food shortages. Fuel rationing.
Don't stop. Stay strapped. Head on a swivel.
Don't stop. Stay strapped. Head on a swivel.
EU Tells Citizens: Travel Less - Energy Crisis Now Unstoppable [VIDEO]
The EU has just told citizens to "travel less" as it prepares for prolonged energy shortages from the Strait of Hormuz closure.
JP Morgan’s timeline shows the final pre-closure oil shipments in the coming days.
Dutch gas storage is already at a historic low of 5.8%, EU fishing fleets are tying up because diesel is too expensive, and critical supply chains (fertilizer, chicken feed, plastics, pharmaceuticals) are breaking. This is no longer a price spike--it’s a tsunami of crises. What we’re seeing now was predictable, and the scripted "solutions” being rolled out were planned long ago by the technocrats.
Grow your own food and build local resilience while you still can.
https://unshadowed.substack.com/p/eu-tells-citizens-travel-less-energy
https://youtu.be/6DLeAM8X_wQ
The EU has just told citizens to "travel less" as it prepares for prolonged energy shortages from the Strait of Hormuz closure.
JP Morgan’s timeline shows the final pre-closure oil shipments in the coming days.
Dutch gas storage is already at a historic low of 5.8%, EU fishing fleets are tying up because diesel is too expensive, and critical supply chains (fertilizer, chicken feed, plastics, pharmaceuticals) are breaking. This is no longer a price spike--it’s a tsunami of crises. What we’re seeing now was predictable, and the scripted "solutions” being rolled out were planned long ago by the technocrats.
Grow your own food and build local resilience while you still can.
https://unshadowed.substack.com/p/eu-tells-citizens-travel-less-energy
https://youtu.be/6DLeAM8X_wQ
Substack
EU Tells Citizens: Travel Less - Energy Crisis Now Unstoppable
The tide has gone out. What comes next was planned long ago.
Egypt's 9pm Energy Curfew as Rice Prices Double & Dutch Fishing Halted [VIDEO]
Egypt has imposed a 9PM energy curfew, forcing businesses, malls, and restaurants to shut down early “to save energy.”
At the same time, rice prices have doubled in the Philippines, the Dutch fishing fleet has largely stopped sailing due to diesel costs, plastics production is facing major disruptions from the Hormuz crisis, and farmers in Australia are running out of fuel during harvest.
From energy lockdowns to grounded fleets and surging food prices, the energy crisis is rapidly turning into a food crisis--while accelerating the broader technocratic agenda.
Substack: https://unshadowed.substack.com/p/egypts-9pm-energy-curfew-as-rice
YouTube: https://youtu.be/HfBGezrvhm8
Egypt has imposed a 9PM energy curfew, forcing businesses, malls, and restaurants to shut down early “to save energy.”
At the same time, rice prices have doubled in the Philippines, the Dutch fishing fleet has largely stopped sailing due to diesel costs, plastics production is facing major disruptions from the Hormuz crisis, and farmers in Australia are running out of fuel during harvest.
From energy lockdowns to grounded fleets and surging food prices, the energy crisis is rapidly turning into a food crisis--while accelerating the broader technocratic agenda.
Substack: https://unshadowed.substack.com/p/egypts-9pm-energy-curfew-as-rice
YouTube: https://youtu.be/HfBGezrvhm8
Substack
Egypt's 9pm Energy Curfew as Rice Prices Double & Dutch Fishing Halted
Egypt has imposed a 9PM energy curfew, forcing businesses, malls, and restaurants to shut down early “to save energy.”
Here is Grok’s explanation of Curries view on how this will end up playing out:
How demand actually “falls” in practice (Currie’s multi-commodity view)
1. Price rationing (primary channel): Oil at $120–150+ (or higher) chokes off marginal demand — airlines cut flights, truckers idle rigs, petrochemical plants shut, refiners run lower. That’s the quantity demanded falling to match the trapped supply. Currie: “There is no policy response that can stop this ascent in crude — none.”
2. Hoarding & cascading shortages amplify the pain: Buyers (Asia refiners, utilities, governments) start stockpiling the molecules they can get. That pulls even more supply off the market short-term, so effective demand rises temporarily before the price signal finally bites. He noted ships in wrong places, insurance cancellations — “the damage is going to take months to unwind.”
3. Broader demand destruction: Because it’s not just crude — it’s LNG, fertilizers, metals, petrochemicals — the shock ripples into food prices, manufacturing, power generation. That can trigger a self-reinforcing recession that shifts the entire demand curve left (exactly what happened on the upside in reverse during COVID stimulus).
4. Policy can’t magic molecules: IEA SPR releases, OPEC spare capacity, or even U.S. export bans are “miniscule” relative to 18–20 mb/d trapped for months. Currie explicitly called the SPR max flow rate offset tiny.
Bottom line from Currie’s two appearances
The market will balance — but not painlessly. Demand doesn’t voluntarily “fall”; it gets forced down by triple-digit prices, regional shortages, and eventual economic slowdown. That’s why he’s so bullish on the physical commodities complex and why he keeps stressing that paper traders are still missing the scale of this supply shock.
In short: yes, demand has to match the disrupted supply. The only questions are (1) how high prices go before it happens and (2) how much collateral economic damage occurs in the process. Currie’s view is that both numbers are being badly underestimated right now.
How demand actually “falls” in practice (Currie’s multi-commodity view)
1. Price rationing (primary channel): Oil at $120–150+ (or higher) chokes off marginal demand — airlines cut flights, truckers idle rigs, petrochemical plants shut, refiners run lower. That’s the quantity demanded falling to match the trapped supply. Currie: “There is no policy response that can stop this ascent in crude — none.”
2. Hoarding & cascading shortages amplify the pain: Buyers (Asia refiners, utilities, governments) start stockpiling the molecules they can get. That pulls even more supply off the market short-term, so effective demand rises temporarily before the price signal finally bites. He noted ships in wrong places, insurance cancellations — “the damage is going to take months to unwind.”
3. Broader demand destruction: Because it’s not just crude — it’s LNG, fertilizers, metals, petrochemicals — the shock ripples into food prices, manufacturing, power generation. That can trigger a self-reinforcing recession that shifts the entire demand curve left (exactly what happened on the upside in reverse during COVID stimulus).
4. Policy can’t magic molecules: IEA SPR releases, OPEC spare capacity, or even U.S. export bans are “miniscule” relative to 18–20 mb/d trapped for months. Currie explicitly called the SPR max flow rate offset tiny.
Bottom line from Currie’s two appearances
The market will balance — but not painlessly. Demand doesn’t voluntarily “fall”; it gets forced down by triple-digit prices, regional shortages, and eventual economic slowdown. That’s why he’s so bullish on the physical commodities complex and why he keeps stressing that paper traders are still missing the scale of this supply shock.
In short: yes, demand has to match the disrupted supply. The only questions are (1) how high prices go before it happens and (2) how much collateral economic damage occurs in the process. Currie’s view is that both numbers are being badly underestimated right now.
Its looking like the world is gonna get weird again.
Prices of things like ammo, batteries, generators could shoot up, in a week when the NeWs 🤡starts talking about it.
Twitter is pretty much a week ahead
Prices of things like ammo, batteries, generators could shoot up, in a week when the NeWs 🤡starts talking about it.
Twitter is pretty much a week ahead
Forwarded from Fireworks Daily Team 2.0 (Mezlim)
Media is too big
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If your GPS failed right now… would you actually know how to get home?
Most people rely completely on their phones—but the truth is, the United States highway system was designed as a grid. And once you understand how it works, you can navigate from anywhere using nothing but road signs.
Odd-numbered highways run north and south.
Even-numbered highways run east and west.
And the numbers themselves? They tell you exactly where you are.
This isn’t just random knowledge—this is real-world navigation that works when everything else doesn’t.
Because being prepared isn’t just about what you carry…
it’s about what you know.
If your GPS failed right now… would you actually know how to get home?
Most people rely completely on their phones—but the truth is, the United States highway system was designed as a grid. And once you understand how it works, you can navigate from anywhere using nothing but road signs.
Odd-numbered highways run north and south.
Even-numbered highways run east and west.
And the numbers themselves? They tell you exactly where you are.
This isn’t just random knowledge—this is real-world navigation that works when everything else doesn’t.
Because being prepared isn’t just about what you carry…
it’s about what you know.
Forwarded from DoomPosting
Media is too big
VIEW IN TELEGRAM
The Iran war is hitting American wallets and it's only getting started...
Gas at $4.09 and climbing.
Diesel at $5.53. Mortgage rates up five straight weeks. Airlines hiking fares 24%.
USPS slapping 8% surcharges on packages.
Amazon adding fuel fees for sellers that will get passed straight to you.
A third of Americans already cut spending because of fuel costs alone.
And none of this is the full impact yet.
Economists say the real pain is still working its way through the system.
First-time homebuyers who were already stretched are watching monthly payments climb out of reach.
November is seven months away.
Every week the Strait stays closed, these numbers get worse.
The White House says the pain is temporary.
American families making hard choices at the pump and the grocery store aren't thinking in geopolitical timelines.
They're thinking about next month's rent.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Gas at $4.09 and climbing.
Diesel at $5.53. Mortgage rates up five straight weeks. Airlines hiking fares 24%.
USPS slapping 8% surcharges on packages.
Amazon adding fuel fees for sellers that will get passed straight to you.
A third of Americans already cut spending because of fuel costs alone.
And none of this is the full impact yet.
Economists say the real pain is still working its way through the system.
First-time homebuyers who were already stretched are watching monthly payments climb out of reach.
November is seven months away.
Every week the Strait stays closed, these numbers get worse.
The White House says the pain is temporary.
American families making hard choices at the pump and the grocery store aren't thinking in geopolitical timelines.
They're thinking about next month's rent.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶